How does the AI work?

Type what you need — "build a quote for Acme Corp" or "find a color MFP under $5K" — and QuoteDeck drafts the work inside the same guided workflow your reps already use. Your team reviews every result before it goes anywhere.

How do interactive proposals and e-signatures work?

Your customer gets a unique link to review equipment, lease options, service, and terms on any device. They choose the approved options and sign electronically. QuoteDeck records the activity and notifies the rep.

Do you support my leasing company?

QuoteDeck runs on your lessors' rate cards. Enter rate factors by term, amount tier, and customer class for any leasing company you work with, including custom rates.

Is QuoteDeck a CRM replacement?

For many dealers, yes. QuoteDeck includes tasks, calendar, Microsoft 365 email logging, activity timelines, pipeline tracking, and account intelligence alongside the quoting workflow.

Built for office-equipment dealers

The complete quoting workflow.Configured, priced, approved, and signed.

Equipment, approved pricing, leasing, service, fees, proposals, and e-signatures in one dealer-built system.

Book a dealer walkthrough

Dealer-built workflow14-day free trialSee a sample proposal

⌘K · launchpad

quote 2 C8155s for Acme, 60-month lease

⏎ enter

Drafting quote →

Q-2026-0043 · Draftauto-filled

Acme Imaging Solutions

Xerox C8155 × 2$321.36/mo

60-month lease · FMVRF 0.01950

Contract value$19,281.60

Open quote Send nowAdd service poolPricing pulled from last Acme quote

Quotes this month

2.4 days

Avg. to signature

$184k

Open pipeline

Built for the brands dealers sell

Your catalog, your agreements, and the equipment your reps quote every day.

One connected workflow

Every part of the deal, in the right order.

QuoteDeck keeps configuration, dealer pricing, approvals, proposals, and renewals connected. Reps move faster without working around the rules that protect the deal.

Configure

Copier-first quote building.

Start with a plain-language request or the guided builder. QuoteDeck pulls from your catalog and keeps equipment, accessories, leasing, service, and fees together.

Dealer-specific workflows, not generic CRM forms
Every draft stays reviewable before it moves forward

⌘K · launchpad

quote 2 C8155s for Acme, 60-month lease

⏎ enter

Drafting quote →

Q-2026-0043 · Draftauto-filled

Acme Imaging Solutions

Xerox C8155 × 2$321.36/mo

60-month lease · FMVRF 0.01950

Contract value$19,281.60

Open quote Send nowAdd service poolPricing pulled from last Acme quote

Quotes this month

2.4 days

Avg. to signature

$184k

Open pipeline

Price and approve

Pricing and approvals that hold up.

Model the customer’s options without breaking the economics of the deal. Served totals, cost basis, margin, and approval status stay visible together.

Your rate cards and agreement pricing
Exceptions route to the right manager

What-if pricing

Q-2026-0043

Lease term

Try another term

Customer payment

$397.41 / mo

Contract value

$19,075.68

Net margin

23.1%

Approval

Ready

Xerox C8155 × 2

Equipment, accessories, service, and fees included

Renew

Renewals before the deadline.

See your placements and competitor equipment by days to expiration. QuoteDeck gives every opportunity an owner and carries the original deal into the renewal quote.

180-, 90-, 60-, and 30-day visibility
Renewal context without another spreadsheet

quotedeck.io · radar

Lease Radar

24 leases, $546K opportunity

Tracked leases ranked by days until expiration.

All OEMs Ask Launchpad

0–30 days

3leases

$47K potential

31–60 days

5leases

$89K potential

61–90 days

4leases

$124K potential

91–180 days

12leases

$286K potential

Expires

Company

Units

OEM

Opportunity

Owner

Status

14d

Brewster Partners

Canon

$18.2K

Quoted

32d

Ridgeline Legal

Canon

$22.4K

Stale

38d

Pinecrest Insurance

Xerox

$6.8K

No action

47d

Northpoint Dental

Konica Minolta

$8.9K

Quoted

62d

Cascade Law Firm

Konica Minolta

$42.0K

—

No action

Present and sign

Proposals customers can finish.

Send one branded link for equipment, service, pricing, options, and signature. Customers can complete the deal on any device while your rep sees what happened next.

Interactive choices inside approved boundaries
Signed documents and activity return to the deal

QuoteDeck

Proposal ready · Q-2026-0042

Your Xerox C8155 quote is ready to review.

Hi Sarah,

Ashley from Summit Office Solutions put together your quote for two Xerox C8155s. Review the options and e-sign from any device.

Quote summary

EquipmentXerox C8155 × 2

Term60-month lease

Monthly$321.36

Contract value$19,281.60

Review and sign

Reply goes straight to the rep and back to the deal.

The dealer morning

Your day, already prioritized.

Opens, signatures, lease flags, and at-risk accounts arrive in one feed, sorted by what deserves a rep’s attention.

quotedeck.io · home

Open pipeline$148,420Change from last week+$16.4K

Quotes sent8This weekChange from last week+3

Awaiting signatures12Waiting more than 5 days3

Win rate (90 days)62.5%Change from last week−2.1 percentage points

Today · Mon Apr 22

What moved

AllMy dealsHot

Just now

Sarah ChenAcme Imaging12m

opened your proposal 3 times in the last hour

Q-2026-0042Xerox C8155 × 2$14,250

Read: Cover · Pricing · Pricing · Pricing · T&Cslingered 4m on pricing

Call SarahSend follow-up

Lease RadarTerritory match38m

flagged Cascade Law Firm — Konica bizhub lease expires in 62 days

Fleet5 × Konica C458

Est. spend~$42K / 36mo

Prior contactnone

Open CascadeDraft quote

Earlier today

Ford Insurance PartnersSigned4h

countersigned Q-2026-0030 — order dispatched to the lessor

Booked+$18,200

Term36-mo lease

Commission$1,912

InstallMay 6

View contractSchedule install

The rest of the desk

The tools reps use around the quote.

QuoteDeck carries the customer, the activity, and the follow-through so the quote does not disappear into another system after it is sent.

Conversational AI quoting

Interactive proposals and e-signatures

Margin controls and approval workflows

Sales analytics and pipeline

Microsoft 365 email sync

Tasks, calendar, and reminders

Vendor price-book imports

Territory and contact management

Background agents and account intelligence (Add-on)

Dealer-built setup

Your dealer rules in. A ready workflow out.

QuoteDeck is configured around the way your dealership already prices, approves, presents, and renews business.

You bring

The way your dealership sells.

Catalogs, agreements, rate cards, service plans, and approval paths.

We configure

QuoteDeck around those rules.

Equipment, pricing, leasing, service, roles, and approvals stay connected.

Reps get

One path from request to signature.

A dealer-ready workflow where every draft stays reviewable before it moves forward.

Pricing

Plans for every dealer team.

Starting prices shown with annual billing.

Solo reps and small teams

Starter

$49/ seat / mo

Unlimited quotes and companies
Launchpad AI
Company intelligence

View Starter

Growing dealer sales teams

Growth

$89/ seat / mo

Interactive proposals
Approval workflows
Sales analytics

View Growth

Dealer groups and enterprise

Scale

$125/ seat / mo

Everything in Growth
Full data export
Dedicated support

View Scale

Compare all plans, add-ons, and volume pricing

Questions

What dealers ask first.

Have another question? Email us directly.

A faster quote starts with your workflow.

Bring us your catalog, pricing rules, lessors, and current process. We will show you how QuoteDeck fits the way your dealership sells.

Book a dealer walkthrough

Built for office-equipment dealers

The complete quoting workflow.Configured, priced, approved, and signed.

Equipment, approved pricing, leasing, service, fees, proposals, and e-signatures in one dealer-built system.

Book a dealer walkthrough

Dealer-built workflow14-day free trialSee a sample proposal

⌘K · launchpad

quote 2 C8155s for Acme, 60-month lease

⏎ enter

Drafting quote →

Q-2026-0043 · Draftauto-filled

Acme Imaging Solutions

Xerox C8155 × 2$321.36/mo

60-month lease · FMVRF 0.01950

Contract value$19,281.60

Open quote Send nowAdd service poolPricing pulled from last Acme quote

Quotes this month

2.4 days

Avg. to signature

$184k

Open pipeline

Built for the brands dealers sell

Your catalog, your agreements, and the equipment your reps quote every day.

One connected workflow

Every part of the deal, in the right order.

QuoteDeck keeps configuration, dealer pricing, approvals, proposals, and renewals connected. Reps move faster without working around the rules that protect the deal.

Configure

Copier-first quote building.

Start with a plain-language request or the guided builder. QuoteDeck pulls from your catalog and keeps equipment, accessories, leasing, service, and fees together.

Dealer-specific workflows, not generic CRM forms
Every draft stays reviewable before it moves forward

⌘K · launchpad

quote 2 C8155s for Acme, 60-month lease

⏎ enter

Drafting quote →

Q-2026-0043 · Draftauto-filled

Acme Imaging Solutions

Xerox C8155 × 2$321.36/mo

60-month lease · FMVRF 0.01950

Contract value$19,281.60

Open quote Send nowAdd service poolPricing pulled from last Acme quote

Quotes this month

2.4 days

Avg. to signature

$184k

Open pipeline

Price and approve

Pricing and approvals that hold up.

Model the customer’s options without breaking the economics of the deal. Served totals, cost basis, margin, and approval status stay visible together.

Your rate cards and agreement pricing
Exceptions route to the right manager

What-if pricing

Q-2026-0043

Lease term

Try another term

Customer payment

$397.41 / mo

Contract value

$19,075.68

Net margin

23.1%

Approval

Ready

Xerox C8155 × 2

Equipment, accessories, service, and fees included

Renew

Renewals before the deadline.

See your placements and competitor equipment by days to expiration. QuoteDeck gives every opportunity an owner and carries the original deal into the renewal quote.

180-, 90-, 60-, and 30-day visibility
Renewal context without another spreadsheet

quotedeck.io · radar

Lease Radar

24 leases, $546K opportunity

Tracked leases ranked by days until expiration.

All OEMs Ask Launchpad

0–30 days

3leases

$47K potential

31–60 days

5leases

$89K potential

61–90 days

4leases

$124K potential

91–180 days

12leases

$286K potential

Expires

Company

Units

OEM

Opportunity

Owner

Status

14d

Brewster Partners

Canon

$18.2K

Quoted

32d

Ridgeline Legal

Canon

$22.4K

Stale

38d

Pinecrest Insurance

Xerox

$6.8K

No action

47d

Northpoint Dental

Konica Minolta

$8.9K

Quoted

62d

Cascade Law Firm

Konica Minolta

$42.0K

—

No action

Present and sign

Proposals customers can finish.

Send one branded link for equipment, service, pricing, options, and signature. Customers can complete the deal on any device while your rep sees what happened next.

Interactive choices inside approved boundaries
Signed documents and activity return to the deal

QuoteDeck

Proposal ready · Q-2026-0042

Your Xerox C8155 quote is ready to review.

Hi Sarah,

Ashley from Summit Office Solutions put together your quote for two Xerox C8155s. Review the options and e-sign from any device.

Quote summary

EquipmentXerox C8155 × 2

Term60-month lease

Monthly$321.36

Contract value$19,281.60

Review and sign

Reply goes straight to the rep and back to the deal.

The dealer morning

Your day, already prioritized.

Opens, signatures, lease flags, and at-risk accounts arrive in one feed, sorted by what deserves a rep’s attention.

quotedeck.io · home

Open pipeline$148,420Change from last week+$16.4K

Quotes sent8This weekChange from last week+3

Awaiting signatures12Waiting more than 5 days3

Win rate (90 days)62.5%Change from last week−2.1 percentage points

Today · Mon Apr 22

What moved

AllMy dealsHot

Just now

Sarah ChenAcme Imaging12m

opened your proposal 3 times in the last hour

Q-2026-0042Xerox C8155 × 2$14,250

Read: Cover · Pricing · Pricing · Pricing · T&Cslingered 4m on pricing

Call SarahSend follow-up

Lease RadarTerritory match38m

flagged Cascade Law Firm — Konica bizhub lease expires in 62 days

Fleet5 × Konica C458

Est. spend~$42K / 36mo

Prior contactnone

Open CascadeDraft quote

Earlier today

Ford Insurance PartnersSigned4h

countersigned Q-2026-0030 — order dispatched to the lessor

Booked+$18,200

Term36-mo lease

Commission$1,912

InstallMay 6

View contractSchedule install

The rest of the desk

The tools reps use around the quote.

QuoteDeck carries the customer, the activity, and the follow-through so the quote does not disappear into another system after it is sent.

Conversational AI quoting

Interactive proposals and e-signatures

Margin controls and approval workflows

Sales analytics and pipeline

Microsoft 365 email sync

Tasks, calendar, and reminders

Vendor price-book imports

Territory and contact management

Background agents and account intelligence (Add-on)

Dealer-built setup

Your dealer rules in. A ready workflow out.

QuoteDeck is configured around the way your dealership already prices, approves, presents, and renews business.

You bring

The way your dealership sells.

Catalogs, agreements, rate cards, service plans, and approval paths.

We configure

QuoteDeck around those rules.

Equipment, pricing, leasing, service, roles, and approvals stay connected.

Reps get

One path from request to signature.

A dealer-ready workflow where every draft stays reviewable before it moves forward.

Pricing

Plans for every dealer team.

Starting prices shown with annual billing.

Solo reps and small teams

Starter

$49/ seat / mo

Unlimited quotes and companies
Launchpad AI
Company intelligence

View Starter

Growing dealer sales teams

Growth

$89/ seat / mo

Interactive proposals
Approval workflows
Sales analytics

View Growth

Dealer groups and enterprise

Scale

$125/ seat / mo

Everything in Growth
Full data export
Dedicated support

View Scale

Compare all plans, add-ons, and volume pricing

Questions

What dealers ask first.

Have another question? Email us directly.

A faster quote starts with your workflow.

Bring us your catalog, pricing rules, lessors, and current process. We will show you how QuoteDeck fits the way your dealership sells.

Book a dealer walkthrough